See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,467 | $99,652-34.3% | $78,778-16.9% | $147,584-55.6% |
| Participation rate | 91.7% | 76.2%+15.4pp | 69.2%+22.5pp | 82.8%+8.8pp |
| Annual return | 5.39% | 47.28%-41.9pp | 35.62%-30.2pp | 578.55%-573.2pp |
| Employer contribution / active EE | $2,524 | $2,796-9.7% | $1,986+27.1% | $4,876-48.2% |
| Participant deferral / active EE | $4,164 | $3,664+13.7% | $2,958+40.8% | $5,439-23.4% |
| Admin fee / account holder | $62 | $7,155-99.1% | $5,134-98.8% | $10,885-99.4% |